Universal Appointments: Sales
by faOtools https://faotools.com/apps/18.0/universal-appointments-sales-18-0-business-appointment-sale-967$ 454.16
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) • Calendar (calendar) |
| Community Apps Dependencies | Show |
| Lines of code | 7928 |
| Technical Name |
business_appointment_sale |
| License | See License tab |
| Website | https://faotools.com/apps/14.0/universal-appointments-sales-14-0-business-appointment-sale-540 |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) • Calendar (calendar) |
| Community Apps Dependencies | Show |
| Lines of code | 7928 |
| Technical Name |
business_appointment_sale |
| License | See License tab |
| Website | https://faotools.com/apps/14.0/universal-appointments-sales-14-0-business-appointment-sale-540 |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Sale orders and appointments
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The app let you link appointments and sale orders. You have 3 configuration options
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Automatically confirmed sale orders: if chosen, a sale order would be created as soon as appointment is scheduled. The method is suitable in case your service is standard, and final sale positions and details would hardly be changed during appointment. For example, fixed-price hair cutting
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Draft sale orders: if chosen, only a quotation would be generated. In such a way you would be more flexible in updating an order during service provision or beforehand. For example, if you want to add extra complementaries during a visit or to grant clients individual discounts
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Manual sale orders: if chosen, managers would have to create quotations while providing service. The method might be applicable when most of sale lines become clear only during the visit itself. For example, mobile phone repair business assumes initial diagnostics and only after that offering the price
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Until an appointment sale order is not confirmed, you would be also able to update that right from a reservation form. Both service, quantity and complementary products are re-calculated in that case
Service pricing
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The tool let you configure pricing method per each resource type
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Per planned duration: if chosen, Odoo quotations would be created based on initial reservation plans. For example, it might be suitable for car rent or massage
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Per units: if chosen, sale orders consider appointments for the same price disregarding their duration. For example, standard haircutting or tire mounting are invoiced the same disregarding how much time they take
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Per tracked (real) duration: when you want to invoice actual time spent on service provision. For example, the approach might be suitable for consultation or legal services. The option is available only if the add-on 'Universal Appointments: Time Tracking' is also installed
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Prices are price list dependent. It means, that a manager might select individual conditions during scheduling. In such a way, it is possible to apply various currencies, discounts, promos
Automatic or manual link between appointment and Odoo sale order
Sale is generated based on appointment details
Bug reporting
If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
To send us a bug report, press the "Website" link at the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/y2jqsz
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
To share ideas, press the "Website" link at the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/hhiwgm
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Questions and misc issues
Feel free to contact us with any other concerns, doubts, or questions: press the "Website" link at the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/hh2i3y
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
About the team
faOtools (faotools.com, former odootools.com) is the developers and business analysts team that helps you extend Odoo's potential. Since 2012, we have communicated with end users for whom the software became the primary business tool. As a result, we are proud of the dozens of successful apps that have been developed. We are open to new ideas and challenges to create the best Odoo tools for business needs worldwide.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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